Opal Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Opal Wealth Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-106	Closed	-$20.1K	–	575
2026 Q1	$20.1K	Buy	+106	New	+$21.5K	﹤0.01%	602
2025 Q3	–	Sell	-242	Closed	-$75.4K	–	543
2025 Q2	$75.4K	Sell	242 -312	-56%	-$94.6K	0.02%	307
2025 Q1	$165K	Buy	+554	New	+$160K	0.05%	200
2024 Q4	–	Sell	-772	Closed	-$207K	–	207
2024 Q3	$207K	Sell	772 -5	-0.6%	-$1.35K	0.06%	182
2024 Q2	$209K	Sell	777 -24	-3%	-$5.87K	0.07%	172
2024 Q1	$189K	Sell	801 -72	-8%	-$17.3K	0.06%	174
2023 Q4	$209K	Sell	873 -18	-2%	-$4.26K	0.08%	166
2023 Q3	$210K	Sell	891 -49	-5%	-$11.5K	0.12%	135
2023 Q2	$212K	Buy	+940	New	+$197K	0.11%	132
2022 Q1	–	Sell	-888	Closed	-$203K	–	133
2021 Q4	$203K	Buy	+888	New	+$194K	0.13%	121

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Opal Wealth Advisors's VRSK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 106 shares — an estimated $20.1K sold.

Opal Wealth Advisors first reported a position in VRSK in Q4 2021 and held it in 10 quarters. The position peaked at $212K in Q2 2023. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Opal Wealth Advisors reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 106 Verisk Analytics shares in Q2 2026, an estimated $20.1K.
Opal Wealth Advisors first reported a position in Verisk Analytics in Q4 2021 and held it in 10 quarters.
Opal Wealth Advisors's Verisk Analytics position peaked at $212K in Q2 2023.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.